Chartered finance, tax & transaction advisory · Mumbai 📞 +91 81144 59953 📍 Andheri East
What we do

The scope.

Everything covered under this practice — delivered by a partner, sized to your engagement.

Board & investor MIS

Clean, consistent monthly reporting your board trusts — one version of the truth, delivered on time every month.

Cash-flow & working capital

Active management and rolling forecasting so runway stays visible before it becomes a crisis.

Budgets & forecasting

Annual operating plans with disciplined monthly variance reviews and rolling forecasts you can steer by.

Financial controls

Approval matrices, segregation of duties and month-end close discipline — governance that scales as you grow.

Fundraise-ready books

Financials that stand up to investor and lender diligence, with the supporting schedules ready to share.

Investor & lender relations

Reporting cadence, covenant tracking and quarterly updates for banks, funds and boards.

Deliverables

What you receive.

Tangible outputs from the engagement — the file, the pack, the report.

  • Monthly board pack & investor MIS
  • Rolling 13-week cash-flow forecast
  • Annual budget & quarterly re-forecast
  • KPI dashboards mapped to your business model
  • Month-end close in a defined SLA
  • Ready-to-share diligence data room
When to engage

The moments this pays off most.

Talk to us at these points — the sooner in the arc, the more value the work creates.

Between ₹25 crore and ₹500 crore revenue

You've outgrown a controller but a full-time CFO is a year or two away.

Preparing for a fundraise

Investors want clarity your existing team can't produce fast enough.

Recently funded

You've raised capital and need to install reporting discipline before scaling spend.

Group with multiple entities

Consolidation, inter-company and single-view MIS have become the bottleneck.

Let's talk about your next stage.

Whether it's your first board pack or your listing day, a short conversation is the fastest way to see how we can help.

Book a consultation →